Here in Central Otago, we look out for our own, and that includes our future selves.

If you’ve been meaning to “get sorted” and build a plan for the years ahead, these free, practical evening workshops are a great place to start.

On Wednesday, 22 October, a small panel of trusted local experts will share tips and tricks in preparing well for retirement and your estate.

Why come along?

• Local, relatable advice. Hear from people who understand how we live, work, and retire in Central Otago.
• Action you can use tomorrow. Walk away with simple tips, checklists, and next steps - no jargon.
• Confidence at every stage. Whether you’re just starting out or winding down, you’ll get tools to make better decisions for you and your whānau.

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Workshop: Winding Down / Estate Planning

Wednesday, 22 October 2025

Catering provided

What you’ll learn

• How to set up (or update) wills and enduring powers of attorney
• Smart ways to structure assets for retirement
• Practical steps to protect your family and your wishes

Cost: Free

Who it’s for: Anyone who wants clarity and confidence about their next chapter. Individuals, couples, farmers, business owners, and retirees all invited.

Bring your questions, a friend, and your future to the table.

Invest one evening now for peace of mind later.

Registar now by email.

Session with Central Financial Planning team:

Winding Down with Confidence: Planning Your Financial Legacy

Are you thinking about the next chapter in life, or wondering if your finances are truly set up for the future?

Join us for a friendly, down-to-earth session on winding down in retirement and estate planning for your financial assets. We’ll cover:

• When’s the right time to start planning
• What most Kiwis worry about (with the latest NZ research)
• How to organise your investments for peace of mind
• The steps to take now to protect your legacy

We've helped numerous clients to feel more in control, and nearly all of them say,

“We wish we’d done this sooner.”

Whether you're retired, nearly there, or just getting your ducks in a row, this session is designed to give you clarity, confidence, and next steps.